Chris MacIntosh | TalkMarkets | Page 1
Founder of Capitalist Exploits
Contributor's Links: Capitalist Exploits
Baptized into the world of business and travel at a young age I’ve subsequently lived in multiple countries, traveled to many more and built myself a small fortune investing in businesses and markets that I spend an extraordinary amount of time doing due diligence on. People sometimes ...more

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Gold On The Move; Revisiting Bitcoin
Look at how volatility has dropped to practically zero over the last eight months. If our years in the markets have taught us anything is that drops in volatility generally precede a change in trend.
Simply Magnificent: Dominance Of The Tech Darlings
The 7 tech darlings are now worth more than the market capitalization of all the stocks in the UK, China, France, and Japan combined. MSFT is worth double the whole SP500 energy sector. Nvidia is worth as much as the entire Chinese stock market.
The Curious Case Of Meatless Sausages
More often than not, staying away from “hot issues” (stocks that are the talk of the town) will serve you well as an investor.
On Investing In 2024
As a generalist investor who looks for asymmetric investments across the globe, at this moment I'm bullish on all types of energy.
On The Hunt For Bargains
Compared to their American counterparts, “international” stocks are now trading at some of the cheapest levels in well over two decades.
Bonds Are Getting Spanked
We believe bonds are due for a multi-year bear market with the duration and magnitude of this bull market likely to surprise everyone (including ourselves).
Bull ... Or Bear?
The fact that fewer and fewer stocks are rallying to new highs suggests that the bear market is alive and well.
Still Crazy After All These Years
Continuing mania over EVs. Also, as we’ve been saying the bond market is a bug in search of a windshield for what feels like ages.
Time To Get Back Into Bitcoin?
Right now, we just need to be patient and wait for this story to play out. Tom Petty was correct. The waiting is indeed the hardest part.
Here We Go Again
The Nasdaq now sits on a P/E of 31X. For comparison, it was 32X at the end of 2021.
Obscure But Desirable Corner Of The Market: Offshore Drilling
Anyone who bought offshore oil service stocks prior to 2022 has only ever experienced pain and disappointment — and that goes back to early 2008. But spending for offshore oil and gas is quietly rocketing higher.
Getting Run Over By Tesla
We can’t stop marveling at the boom and bust cycle that has been unfolding in “growth” stocks.
Is The Party Over?
With the recent weakness in many of the commodities sectors (and tech stocks rallying like it’s 2000), you might be wondering if the party’s over.
What’s Up With Gold?
Gold just rose above $2,000, the highest level in well over a year and just a hair under its record high.
What To Make Of The SVB Blowup
Here's an irony worth revisiting: Silicon Valley Bank made the Forbes list of America's Best Banks just a few days before it went belly-up.
Here's How To Lose $10 Billion
It looks like Cathie Wood's investors don't mind being taken for a ride. Meanwhile, Warren Buffett once again shows how to make money.
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